Hello Financial Service Providers.

Become a thought leader. Clients keep you top of mind with nurturing. Segment your audience.

CPAs and financial service firms are always vying for their customers attention. With a highly competitive landscape, it’s vital to be different and to seek out new ways to stay ahead of the curve. CPAs and financial service firms have a golden opportunity to use game changing technology to drive their business and keep their competitors in the rear view mirror. Introducing marketing automation for CPAs and financial services. There are two main benefits to CPAs and financial service firms when using marketing automation technology:

Become a thought leader

Build better, deeper relationships with your clients

Contact us to learn more about our technology solutions tailored to CPAs and financial services.

Become a Thought Leader In Your Market

Create Compelling, Authentic Content With Ease

Part of thought leadership requires pushing out informative content to your prospects and/or clients, and perhaps most importantly, the internet. Lead Liaison enables CPAs and financial service firms with the opportunity to request blog posts, whitepapers, press releases, Tweets, Facebook posts and more to become content kings (or queens) and get found on the internet. Prospects and clients will notice your digital presence as you turn your business into a thought leader.

Participate In Social Media Without Sweating

Get found on social media using Lead Liaison. We provide you with an end-to-end solution to help create social media messages and automatically publish them using our social post platform. Easily order and deliver messages to any number of Facebook, LinkedIn and Twitter profiles. Get stats on the most effective social channels. Buffer messages, then take your much needed vacation.

Build Better, Deeper, Longer Lasting Relationships With Clients

Educate Your Clients So They Keep Your Firm Top Of Mind

Build predefined educational tracks that provide consumers and/or businesses with valuable insight about taxes, accounting or investment methods or processes. Easily drop your clients into your educational tracks so they receive consistent communication that’s standardized across your firm. There’s lot of knowledge to be shared in accounting and financial services. Make sure to spread the knowledge with your clients. When you educate them they’ll appreciate it, and you’ll be rewarded by it when they come to you for services.

Segment Your Client Base For Targeted Communication

Need to market your services or up-sell services to existing clients? Easily build snapshots of your database using various filter criteria across social, demographic and behavioral information. Setup dynamic rules so you never have to build your communications list again. Use your target list for newsletters, updates or any other marketing activities.

Create Client Personas

Build a complete digital profile of your clients. Service providers will have more intelligence at their fingertips by knowing what their clients care about, what they’re interested in and when they’re interested. Web form submissions, document downloads, webpage visits, social media interaction and more is tracked and a full digital profile, what we call a Digital DNA, is constructed.